Michael Burry is sharpening his criticism of how major tech companies use accounting tricks to conceal the true cost of…
Browsing: hyperscalers
“Big Short” investor Steve Eisman is responding to Michael Burry’s warning that hyperscalers are inflating their earnings by adjusting depreciation…
Billionaire Chamath Palihapitiya pushes back on a controversial claim that hyperscalers are using accounting techniques to inflate their profitability. Earlier…
A Wall Street veteran says investors calling today’s AI surge a repeat of the dot-com bubble are missing two foundational…
The chief executive of chipmaker AMD believes that AI giants doubling down on the infrastructure buildout are making the right…
A prominent tech strategist challenges Michael Burry’s warning that hyperscalers are committing a “modern era fraud” by extending chip depreciation…
Barclays rejects claims that artificial intelligence has inflated into another tech bubble, but the bank warns a far wider set…